CFP
AKRE

Curran Financial Partners’s Akre Focus ETF AKRE Stock Holding History

Curran Financial Partners’s Portfolio AKRE Stock Details AKRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,226
Closed -$211K – 139
2025
Q4 		$211K Buy
+3,226
New +$209K 0.04% 120

Other funds holding AKRE

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AG
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Curran Financial Partners's AKRE Position: Q1 2026 in Review

Curran Financial Partners sold out of Akre Focus ETF (AKRE) in Q1 2026, closing a stake of 3,226 shares — an estimated $211K sold.

Curran Financial Partners first reported a position in AKRE in Q4 2025 and held it in 1 quarter. The position peaked at $211K in Q4 2025. 459 funds tracked by Wall St. Rank hold AKRE as of Q1 2026.

  • Curran Financial Partners reported no remaining Akre Focus ETF position as of Q1 2026 after selling out during the quarter.
  • Curran Financial Partners sold 3,226 Akre Focus ETF shares in Q1 2026, an estimated $211K.
  • Curran Financial Partners first reported a position in Akre Focus ETF in Q4 2025 and held it in 1 quarter.
  • Curran Financial Partners's Akre Focus ETF position peaked at $211K in Q4 2025.
  • 459 funds tracked by Wall St. Rank held Akre Focus ETF as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.